Move work forward with a team collaboration tool that connects your sales, support, and marketing departments.
Associate tasks with sales, marketing, or support initiatives and see the real impact of your work.
Allow different teams to view the history of a contact’s interactions across multiple channels from one dashboard.
Configure your account in minutes, import data from other tools, and integrate your favorite apps.
Create dedicated views and unlimited projects for your virtual teams.
Reduce wasted time by creating rules to automate time-consuming or repetitive tasks.
Link tasks to deals, meetings, campaigns, and tickets within Touchpoint to streamline team activities.
Bring your teams together and share information in a single, intuitive workspace. Define custom views or roles and apply filters to zoom in on important tasks.
Assign roles to each team member, secure your workspace with SSO, and connect with your Google, Microsoft, or Apple accounts.
Create tasks for your team and set deadlines, priorities, or assignees. Manage multiple projects in parallel and create subtasks or checklists without getting overwhelmed.
Reimagine your shared workspace with statuses, unique custom fields, and task views. Visualize task progress in Touchpoint’s Sell, Promote, and Serve modules whenever a task is completed.
Keep everyone aligned and committed with realistic goals and metrics. Touchpoint lets you define your KPIs (key performance indicators) to set your team up for success.
Promote a culture of accountability and celebrate every personal or organizational success with your team.
Receive automatic notifications for upcoming deadlines, customer requests, events, and more. Customize your in-app preferences to receive specific notifications.
Configure custom reminders relevant to your work and choose how and when you want to be notified by updating your work status.
Use the calendar view to monitor all tasks and related activities. Schedule single or recurring meetings from the same space and invite your colleagues or customers to join via Zoom, Google Meet, or Microsoft Teams.
Improve collaboration by associating calendar events with your Touchpoint deals, customers, tasks, tickets, or campaigns.
Make files and documents easily accessible in the cloud by organizing them in shared folders.
Add comments to files and link them to other elements in your Touchpoint dashboard. Secure your files with audit logs and access permissions at the workspace, ream, or user level.
Touchpoint Collaborate is a team task management software that can help you set your team members up for success. We offer tools for task management, communication, and more, allowing you to improve collaboration across sales, support, and marketing departments.
You can save time by automating repetitive tasks, scheduling meetings, and delegating and prioritizing activities. Work more efficiently by integrating your favorite tools directly from the Touchpoint dashboard.
We designed this tool to help teams simplify their work processes, improve communication, and make time for the things that matter. Associate activities across all Touchpoint modules: sales, marketing, and support, and also track other types of activities, like team events, learning new skills, etc.
Touchpoint also offers secure cloud storage, access to fully transparent activity logs, and team performance reports. Sign up for a free trial to try all the product features and see if Touchpoint is right for you.
Getting started with Touchpoint Collaborate is easy. Fill out our short onboarding survey when you sign up. We will provide you with a custom starting view and workspace, with quick links to tutorials explaining every function.
If you have any questions while getting started, our support agents will be happy to help. Please use our contact form if you have any questions.
Access all Touchpoint features for only $99 per user per month for teams of up to 5 users and $89 per month for teams of over five. This plan gives you full access to the support, sales, marketing, and collaboration modules. Additional costs for calls, SMS, and enterprise email campaigns, as well as a complete breakdown of features, can be found on our pricing page.
Our subscription service is designed for teams of all sizes. You can try it out for free without the obligation to provide your credit card information.
A Kanban board is a project management tool that makes it easy to visualize work. Cross-functional teams use it to improve teamwork and communication and to prioritize tasks and daily activities.
Kanban cards keep workflows organized by limiting unproductive processes.
The main elements of an online Kanban board are displayed on the main project status dashboard. They include columns, visual signals, assigned tasks, and commitment/delivery points.
With Touchpoint Collaborate, you can create visual Kanban boards to monitor performance and improve collaboration.